Migrate Unified CM to Webex

Migrate Unified CM to Webex - overview

Migrate users, devices, numbers, and locations from Unified CM to the Webex Calling platform for a better user experience and also to leverage the enterprise-grade Cisco Webex cloud calling, mobility, and messaging services.

Prerequisites

Before you start your migration, make sure that you meet the following requirements:

Make sure that you have an active subscription with Webex Calling as cloud deployment option.

When selecting Webex Calling, you receive entitlement PID A-FLEX-P-CALL on your subscription. The PID A-FLEX-P-CALL allows entitlement to temporary licensing obtained from GLO for up to 18 months while making the transition from on-premises UC Manager to Webex Calling in the cloud. This entitlement gives basic level support on both calling environments for up to 18 months while customers transition to Webex Calling.

To open a case with GLO, see Licensing Support, under the Licensing Administration Portal section.
Access Control Hub as an organization administrator. For more information, see Assign Organizational Account Roles in Cisco Webex Control Hub.
Create Webex Locations with PSTN assigned for each Location. For more information, see Configure Cisco Webex Calling for Your Organization.
Obtain the BAT/CSV files for the Unified CM users and devices. For more information, see Cisco Unified Communications Manager Bulk Administration Tool (BAT) .
Ensure phones on Unified CM that you're migrating are using Phone Load version 14.1 or later. For more information, see Install or Upgrade Cisco IP Phone Firmware.
Identify any DNs from Unified CM that are mapped to multiple Device Pools in Unified CM. This tool can’t migrate these DNs. You can use Add and Assign Devices in Bulk for migration.
Ensure all your end users from Unified CM are provisioned as Webex Users through Cisco Directory Connector or other means. For more information, see User and Contact Synchronization and Install Cisco Directory Connector.

Step 1: Review the prerequisites

Click on the step 1 drop-down to view the list of prerequisites, read and complete all the prerequisite tasks before you proceed.

Step 2: Import Data

To import Data, collect the Unified CM details, such as the list of users and devices that you plan to import to the cloud calling service. Use the Unified CM Bulk Admin Tool to get the tar files and, see Import Users Using the Bulk Administration Tool (BAT) for detailed information.

.tar file Generation:

Select Bulk Administration > Import/Export > Export to export the contact lists of the migrating users from the current home cluster.
Choose Select All in the Select items to Export section.
Choose a filename for the exported list data. In the Job Description field, enter the description that you want to provide for the job. Export Configuration is the default description.
Click Run Immediately or schedule the job to run later. Click Submit.
Monitor the status of the export job. Use the Job Scheduler option in the Bulk Administration main menu to schedule and/or activate this job.
Download the export file and store it for use later when the user migration is complete. Choose Cisco Unified CM IM and Presence Administration > Bulk Administration > Upload/Download Files.
Select the tar file from the Upload/Download window and click Download Selected.
Un-tar the .tar file to any location on your machine using the tar -xvf command. Extract the .csv file to the specified location. See the Cisco Unified Communications Manager Bulk Administration Guide for detailed information.
Un-tar the .tar file to any location on your machine using the tar -xvf command. Extract the .csv file to the specified location. See the Cisco Unified Communications Manager Bulk Administration Guide for detailed information.

For Linux/Windows systems
1. Un-tar the .tar file to any location on your machine using the tar -xvf command.
2. Modify the file manually and tar the files using standard tar utility.
3. Import the file.
For a MAC system
- Using gnutar in MAC:
  1. Install guntar in MAC using the brew install gnu-tar command.
  2. Un tar the file using the guntar command.
  3. Use gtar -cvf <tarfilename.tar> <files_to_be_included_in_tar> to modify the tar file or the csv contents.
- Using the “--no-mac-metadata” option with standard tar command.
  - Create a tar file using the standard “tar” utility in MAC with tar --no-mac-metadata-cvf <tarfilename.tar> <files_to_be_included_in_tar> command.

In the Import Data step, to upload the .tar file, drag and drop the .tar file or click Choose a file to browse to the location of the tar file, select the file, and then click Open.

After the upload is successful and complete, the Create a New Task button in Step 3 is enabled.

On the Action button, you can see the following options:

View—To view the data table with all imported data, such as User ID, Name, Mail ID, Directory Number, Device pool, and Device name. In the Import Data page, you can choose Actions to Export all or Import new.
Delete—To remove all the imported and uploaded data.

Import users list— you can use this option to migrate the list of devices or users. The steps for import users list is given below:

Click Import User List, to get the upload pane.
Use the sample template .csv file to enter the details.

In the sample template, you can see the following details,

Column	Description	Example
CUCM USER ID	The User ID from UCM end user.	user
EMAIL ID	The mail ID of UCM end user.	user@example.com
DEVICE MAC	The MAC Address of the device.	AABBCCDDEEFF NOTE: you can enter any one of the field for migration. If you enter all three fields, we will use the UCM email id followed by user id and then Device MAC.
CUSTOM DEVICE POOL	The tag is given for the set of devices or users.	Location-NY
USER AREA CODE

Drag and drop the .csv file or click Browse to browse to the location, select the file, and then click Open to upload the file.

Step 3: Migrate to Webex Calling

Create a migration task to migrate your Unified CM settings. This task helps you to monitor and track the migration progress, review any errors, or even cancel the migration tasks. The taskflow for the migration activity is shown below.

After you import the .tar file, from the Migrate Unified CM to Webex Calling page, go to Step 3 and click Create a new task.

Create a New Task

Create a migration task to migrate your Unified CM settings. This task helps you to monitor and track the migration progress, review any errors, or even cancel the migration tasks.

1	In the New Task window, Enter the unique name of the task in the Task name field. The task name should contain a minimum of 8 characters. You can migrate a maximum of 1000 users and 1000 devices in asingle task. you must create multiple migration tasks to migrate over 1000 users or devices.
2	Click Next.

Map Device Pool to Locations

You can choose how your Unified CM device pools map to a Webex Calling location. Assign a Webex Location to a Unified CM Device Pool or leave it undefined to do it later. Unified CM DNs that are mapped to a single Device Pool can be migrated. This page also lists the device pools that are migrated or pending for migration to a particular location.

If you do not want to include a location in this task, you can leave it undefined. For more information, see Configure Cisco Webex Calling for Your Organization.

1	You can view the following details in the Map device pool to locations page: Device pool—Name of the device pool. Phones migrated—The total number of IP phones that are configured in Webex. Total devices—The total number of devices that are yet to be migrated. Webex Calling Location—The device pools that are assigned to a location. Country—The name of the country where the location belongs to.
2	Click the Search field and type the device pool or location to filter and view the respective data.
3	Click the Webex Calling Location drop-down list to choose a location and then click Next.

Assign a Location

Make sure that the phone numbers and extensions are assigned to the correct location, and then choose the places that you want to include in the migration task.

1	Click All (Locations) drop-down list to choose a location. You can see the records of the selected locations. The record field are common prefix, Unified DN range of phone numbers and extensions, UCM partition, Webex Location, warning/errors, and total UCM number. If there are same device associated with multiple location, you should resolve the mandatory warning. Any other warning messages such as unsupported or conflicting length of the phone number extension are for information only. You can also click the All (Warnings) drop-down list to view the list of all warnings.
2	To move the total number of lines between the locations, click the ellipsis icon and the location from the list.
3	Click Next.

Manage Numbers in Location

Make sure the correct Webex Phone numbers and internal extensions are assigned to all records. You can edit each number individually or auto assign numbers from the Actions menu.

1	On the Assign numbers to a user or workspace page, the following details appear: Total Webex calling location—The total number of locations. Webex users—The total number of Webex user records. Webex workspaces—The total number of assigned workspace records. Users not in Webex— The total number of users without a matching user record in Control Hub and cannot be provided for number assignment.
2	To assign a Webex phone number to a workspace, click the row and select Edit icon, Enter the number to assign for the user id.
3	You can see the following tasks in the Action icon. Export All: Use to modify the records Import New: Use to upload the modified records Clear all extensions: Use to clear extensions from all the users/workspaces being migrated as part of this task. Auto assign numbers: It randomly pulls any available number from this location of Webex Calling and assigns it to the user Add numbers to location: you can add numbers to this location on clearing the extensions Scenarios for Auto Assign numbers and Add numbers to location Scenario 1: In the migration flow, If all the Webex Location is Local Gateway, you can see the option of Add numbers to location enabled, Auto assign numbers greyed out. Click Add numbers to location. This action will configure derived Webex phone numbers for premises-based PSTN into Webex Calling location. To continue with auto-configuration of phone numbers click on Accept and continue. Enable the Activate numbers to activate the number now, else it can be activated through the Numbers page. Scenario 2: In the migration flow, If all the Webex Locations are Cloud connected PSTN or Cisco PSTN, you can see the option of Auto-assign numbers enabled, Add numbers to location is greyed out. If you do not want to use the existing UCM number and extensions, use the Auto-assign numbers option to pick any available number from this location and assign it. Enable the Generate Extensions to generate the extensions and click Accept and Continue. Scenario 3: In the migration flow, If the Webex location is a mix of premises-based PSTN and Cloud connected PSTN or Cisco PSTN. Add numbers to location and Auto assign numbers are greyed out.

Assign Numbers to a User or a Workspace

Webex users or workspaces are required to be assigned to all records. Webex identifies users by the UCM mail id. Workspaces must be manually toggled. Edit the record to either look up a user or toggle the Webex number as a workspace.

You will see the Assign numbers to Webex users or workspaces card as discussed in Numbers Step 1.

To assign a workspace, click the row select Edit icon, and trigger the Workspaces toggle.

To assign a workspace for the user, click the row and select the Edit icon and trigger the Workspaces toggle.

You can see he following tasks in the Action icon,

Export all - Use to modify the records, additionally you can modify the license subscription id, calling plan, hoteling, voicemail notification via email, external mailbox storage email, email copy of message, voicemail max rings, calling permissions international actions, calling permissions international transfer.

Import new - Use to upload the modified records.

Click Next.

The Check device eligibility page appears.

Column	Description
USERID	The User ID from UCM end user.
CALLERID	The name to display for the line ID
DEVICEID	The unique identifier of the UCM device.
LOCATION ID
LOCATION	the location to assign the device.
WEBEXNUMBER	The Webex number assigned to the endpoints
WEBEXEXTENSION	The extension assigned to the endpoints
WORKSPACE	The common workspace
USER/WORKSPACE	The common workspace/User
LICENSE SUBSCRIPTION ID	The assigned licenses ID across all subscriptions
CALLING PLAN
HOTELING	Use Hotelingfor the fexible workspaces
VOICEMAIL NOTIFICATION VIA EMAIL	Leave your voicemail message through email, message and rings.
EXTERNAL MAILBOX STORAGE EMAIL
EMAIL COPY OF MESSAGE
VOICEMAIL MAX RINGS
CALLING PERMISSIONS INTERNATIONAL ACTIONS	Define the default calling permission for each call type at a location

Call Settings

Set options for Users and workspaces where applicable.

You will see the Assign numbers to Webex users or workspaces card as discussed in Numbers Step 1.

You can set Default calling settings for users toggle to choose Calling license, Voicemail, Outgoing permissions, hoteling for the users, and workspaces that are not configured in the bulk and workspaces for which configuration is not modified through CSV on Users step.

Check Device Eligibility

Migrate a Unified CM device that is supported by both Webex Calling and the migration tool, also ensure that the device is mapped to the correct Webex location. All devices that you're planning to migrate are listed in this page. You can migrate the eligible or compatible devices and devices with unknown status. Based on the hardware version of the device, you can verify if the device is eligible for migration. You can qualify a device from unknown to eligible by providing the correct MAC address and Model of a device.

1	On the Assign devices to a user or workspace page, the following details appear: Total Webex Calling location—The total number of locations. Webex App—The total number of users with access to Webex calling from the Webex App. Eligible phones—The total number of IP phones devices that are compatible for Webex Calling. Ineligible phones—The total number of IP phones devices that are not compatible for Webex Calling. Unknown phone eligibility—The eligibility status of the device is unknown. However, you can migrate these devices.
2	To update the MAC address of the device or modify the device model, click the device row, click the edit icon and then modify the MAC address on the Device MAC text box.
3	Click Actions to use the Export and Import functions and modify the records.
4	Click Next, the Review page appears.

Review

On the Review page, you can view the summary of your migration task, such as the list of items included or excluded in the migration, or any action that you must perform before you proceed to stage your migration.

Click Show list next to the excluded or included items to expand and view the details about the reason for inclusion or exclusion.

Choose one of the following options:

Click Download reports to download the reports in bulk.
Click the ellipsis⋮ icon next to each included or excluded item and then click Download report to download the individual report the item.

Click Prepare to Migrate.

The Ready for migration page appears. The migration tool does these pre-migration activities:

Profile creation for each device in Webex app
License generation for each device
BAT file generation
Associate a calling behaviour for all user rather than softphones.

Click Close.

The Migrate Unified CM to Webex Calling page appears with a list of tasks that are in different status.

The following table lists the task status and description:

Table 2. Task Status
Task Status	Description
Ready for migration	The pre- migration activities are complete. You can start your migration from Unified CM. The Complete migration button is enabled.
In-progress	The pre-migration activities are still in progress. The Complete migration button is disabled.
Draft	The pre-migration activity is yet to start. The Complete migration button is disabled.
Review Errors	The pre-migration activities are complete and there are errors to be resolved. The Complete migration button is disabled.
Ready with Errors	The pre-migration activities are complete with errors. The Complete migration button is enabled.

Click Complete migration to download the manifest file in .zip format which contains MAC address of phones in a .txt format. You must upload this CSV file on Cisco Unified Communications Manager and start the migration.

Start Migration

You need to log into Cisco Unified Communications Manager and upload the CSV file with the device details to start the migration. Make sure that you’ve the CSV file that contains the user and phone details that you want to import from Unified CM to Webex Cloud calling service.

Upload Files

Upload Files to Start Migration

1	Log in to Cisco Unified Communications Manager.
2	From Cisco Unified CM Administration, go to Bulk Administration > Upload/Download Files.
3	Click Add New. The File Upload Configuration window appears.
4	In the File text box, enter the full path of the file to upload from the downloaded manifest file or click Browse and locate the file.
5	From the Select the Target drop-down list, choose the target as Phone.
6	From the Transaction Type drop-down list, choose the transaction type as Update Phone - Custom File.
7	Check the Overwrite File if it Exists check box, if you want to overwrite an existing file with the same name.
8	Click Save. The upload status appears.
9	Repeat steps 4 to 8 for all the generated files.

Migrate Phones

Update Phones Using Custom Files

Use this procedure to migrate users and devices without an Enterprise license. The migration tool automatically converts the license of these users and devices.

1	From Cisco Unified CM Administration, choose Bulk Administration > Phones > Update Phones > Custom File. The Update Phones Custom Configuration page appears.
2	From the Update Bulk Phone Template where drop-down list, choose Device Name.
3	Click Find. The phones that are listed in the files, if available, appear on this page.
4	Click Next.
5	Check the required parameters check boxes and update the details such as description, phone load name, load server, and so on, in the respective fields.
6	From the Job Information section, choose one of the following options. Run Immediately—Click this button to start the job immediately. Run Later—Click this button to schedule the job sometime later.
7	Click Submit.
8	Repeat steps 1 to 7 for all the generated files.
9	To view the status of the submitted job, go to Cisco Unified CM Administration, choose Bulk Administration > Job Scheduler.
10	Select your job to view the job status.

Migrate Unified CM to Webex